Sales
Find, research, and reach out to potential partners — automatically.
This workflow identifies potential technology partners, channel partners, or integration opportunities — researching each one and drafting personalized partnership outreach for your review.
Workflow Steps
How this workflow runs
Partner criteria definition
System InputYou define the type of partners you're targeting — technology, channel, referral.
Partner discovery
Deal Flow MonitorDeal Flow Monitor searches for companies matching your partnership criteria.
Partner research
Market Research AnalystEach potential partner is researched — their customer base, integration potential, and strategic fit.
Partnership fit scoring
Deal Flow MonitorPartners are scored by strategic fit, audience alignment, and integration opportunity.
Outreach drafting
Deal Flow MonitorPersonalized partnership outreach is drafted for high-scoring candidates.
Approval gate
Approval GateAll outreach is reviewed and approved before sending.
Triggers
What starts this workflow
Manual trigger
Quarterly schedule
Outputs
What you get when it runs
Scored partner candidate list in HubSpot
Research profiles per partner
Personalized outreach ready for approval
Partner pipeline in HubSpot